Get Metlifes Retirement Readiness Assessment Form
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How to fill out the Metlife Retirement Readiness Assessment Form online
The Metlife Retirement Readiness Assessment Form is a valuable tool that helps users assess their preparedness for retirement. This guide provides comprehensive, step-by-step instructions on completing the form online, ensuring that every user feels confident in their ability to evaluate their retirement readiness.
Follow the steps to successfully complete the assessment form.
- Press the ‘Get Form’ button to access the Metlife Retirement Readiness Assessment Form and open it for editing.
- Begin by reading the introductory information on the form to understand its purpose and the importance of each task you will assess.
- Locate the section with the 15 Retirement Readiness Tasks. For each task, score your level of completion by checking 1 (not at all complete), 2 (partly complete), 3 (mostly complete), or 4 (fully complete).
- Once you have completed the scoring for all tasks, count how many of each score you have recorded. Specifically, count the number of 1s, 2s, 3s, and 4s.
- Add together your scores of 3s and 4s to get your combined ‘tasks completed’ score. This total will enable you to see your current level of readiness.
- Refer to the scoring guidance provided in the form to compare your scores against the benchmarks for retirement preparation.
- After reviewing your results, save your completed form to keep a record of your assessment. You may also choose to download, print, or share the form for further planning.
Start completing the Metlife Retirement Readiness Assessment Form online today to gain insight into your retirement preparedness.
MetLife is generally known for its reliability when it comes to paying claims. Many policyholders have reported positive experiences with their claims process. To gain more insight, consider reading customer reviews and comparing them with other companies. This can help you feel more confident in your retirement planning.
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